See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,587 | $92,703+193.0% | $82,719+228.3% | $134,475+102.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -12.16% | 944.92%-957.1pp | 701.18%-713.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,709 | $3,274-47.8% | $3,009-43.2% | $4,740-63.9% |
| Participant deferral / active EE | $13,500 | $4,802+181.1% | $4,395+207.2% | $6,400+110.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |